S&P Global
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S&P Global is exploring a separation of Capital IQ Pro, its flagship financial data and research platform. Options include a public listing with a valuation in the high single-digit billions. Talks are early and may not proceed. A standalone entity would compete more directly with FactSet and LSEG.
policy · Impact 30President Trump discloses over 1,000 trades in June, totaling up to $263 million, according to new government filings. Recent purchases include Visa, $V, Berkshire Hathaway.
macro · Impact 10The August flash composite PMI printed at 56.0, above both the prior month's 54.5 and the consensus estimate of 54.0. The services PMI also beat at 56.8, while manufacturing slightly missed at 53.2.
corporate action · Impact 40Bill Ackman's Pershing Square discloses six new holdings including Netflix, Visa, Mastercard.
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